FVWA

Foster Victor Wealth Advisors Portfolio holdings

AUM $1.61B
1-Year Est. Return 12.89%
This Quarter Est. Return
1 Year Est. Return
+12.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$686M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$2.88M
3
+$2.53M
4
FCX icon
Freeport-McMoran
FCX
+$2.02M
5
META icon
Meta Platforms (Facebook)
META
+$1.68M

Top Sells

1
+$3.74M
2
+$2.11M
3
+$1.69M
4
CSGP icon
CoStar Group
CSGP
+$1.03M
5
GPC icon
Genuine Parts
GPC
+$822K

Sector Composition

1 Technology 17.58%
2 Healthcare 12.36%
3 Consumer Discretionary 9.47%
4 Financials 7.39%
5 Consumer Staples 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$443K 0.06%
+2,045
102
$435K 0.06%
837
-8
103
$432K 0.06%
1,156
+8
104
$389K 0.06%
16,703
-1,291
105
$387K 0.06%
16,541
+64
106
$361K 0.05%
+4,454
107
$355K 0.05%
6,443
+300
108
$352K 0.05%
12,190
109
$308K 0.04%
3,126
-104
110
$307K 0.04%
569
-25
111
$306K 0.04%
+10,578
112
$302K 0.04%
20,610
+582
113
$297K 0.04%
3,519
+1,127
114
$297K 0.04%
6,936
+240
115
$297K 0.04%
2,909
-1,086
116
$291K 0.04%
26,347
+5,836
117
$290K 0.04%
+2,066
118
$279K 0.04%
2,787
+530
119
$278K 0.04%
12,390
+186
120
$276K 0.04%
573
+100
121
$275K 0.04%
10,588
+120
122
$269K 0.04%
5,800
+1,340
123
$260K 0.04%
4,792
-152
124
$256K 0.04%
13,922
+585
125
$252K 0.04%
5,617
-36
2 3 4
5
6